See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER AND COMPANY Service code 27 · EIN 13-5657518 250 PEARL STREET NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $46,887 |
WATKINS ROSS1+ years Filed as: WATKINS ROSS AND COMPANY Service code 64 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Recordkeeping Fees | $40,571 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $29,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,536 | $56,629+109.3% | $77,999+52.0% | $55,167+114.9% |
| Participation rate | 90.9% | 73.3%+17.6pp | 75.5%+15.4pp | 69.0%+21.9pp |
| Annual return | 9.68% | 2866.98%-2857.3pp | 425.96%-416.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $5,093 | $1,723+195.6% | $2,470+106.2% | $1,963+159.5% |
| Participant deferral / active EE | $5,773 | $2,777+107.9% | $3,497+65.1% | $3,054+89.0% |
| Admin fee / account holder | $462 | $467-1.0% | $5,480-91.6% | $504-8.4% |